Forum Discussion

kstandifer's avatar
kstandifer
New Contributor
3 years ago

Update DM job in Business Rule

Is it possible to update the Data Filters for a particular dimension used in a DM extract within a Business Rule?

 

I am creating a dashboard that will have a button to run a DM sequence. This DM sequence runs a data export, but I would like to be able to update the Accounts used in the filter of the extract before running the extract itself (via a BR).

Data Management
  • db_pdx's avatar
    db_pdx
    3 years ago

    Hi kstandlfer: "I am creating a dashboard that will have a button to run a DM sequence."  Most likely you don't need a BR, just pass the parameter from the button to the DM job.

    This is set in the button's component properties:

    Button > Action > Server Task >

    Selection Changed Server Task = Execute Data Management Sequence

    Selection Changed Server Task Arguments = {Your DM Sequence Name}{ParamOne=[ExampleHardcodedValue],ParamTwo=[|!Example_DB_Parameter!|]}

    In your DM Export Step you'll reference |!ParamOne!|  |!ParamTwo!|

    Follow-ups welcomed.

  • db_pdx's avatar
    db_pdx
    Valued Contributor
    3 years ago

    Hi kstandlfer: "I am creating a dashboard that will have a button to run a DM sequence."  Most likely you don't need a BR, just pass the parameter from the button to the DM job.

    This is set in the button's component properties:

    Button > Action > Server Task >

    Selection Changed Server Task = Execute Data Management Sequence

    Selection Changed Server Task Arguments = {Your DM Sequence Name}{ParamOne=[ExampleHardcodedValue],ParamTwo=[|!Example_DB_Parameter!|]}

    In your DM Export Step you'll reference |!ParamOne!|  |!ParamTwo!|

    Follow-ups welcomed.

    • kstandifer's avatar
      kstandifer
      New Contributor
      3 years ago

      Could I have a member dialog pop up to provide those Accounts with default values (that the user could change/add)? It's multiple accounts that will be used in the filter of the DM job.

      • db_pdx's avatar
        db_pdx
        Valued Contributor
        3 years ago

        Member dialog pop up.....yup, your original button is now one that opens a new dashboard in a dialog.  This dashboard displays some sort of component like a combo box or input box that can be further modified. You'd have a button here that actually executes the DM sequence after users make a selection.

        Accounts with default values...parameter with a default value.

        That the user could change add....combo box or input box.

        Multiple accounts that will be used in the filter....I know this can be done with a multi-select combo box.  But that doesn't feel like exactly what you're going for.  I haven't found a way to do a good 'Add-To-List / Remove-From-List' type of functionality.  They don't give us the same selection tools that the native member filter build provides.

         

        If this is all relatively new for you, I'd recommend starting small and building up to your final goal.  Get the DM parameter to pass through first, then work on a simple selection method that modifies the pass through, then move on to your pop-up dialog, etc.